Estate planning becomes increasingly complex when your family includes children from a previous rela...
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Understanding the Medicaid Estate Recovery Program in Tennessee
The Medicaid Estate Recovery Program (MERP) is a federal initiative that allows states to recover ce...
2025 Gift and Estate Tax Updates: What You Need to Know
While it seems hard to believe, 2025 is just around the corner. As we all prepare to say goodbye to ...
What Every Trust Beneficiary Needs to Know
A trust is a legal arrangement where a Grantor transfers assets to a Trustee, who then manages those...
Focus on Your Tennessee Estate Plan during Alzheimer’s Awareness Month
Alzheimer’s Awareness Month in November serves as a reminder of the importance of planning for...
What Every Senior Should Know about Estate Planning
Estate planning is important at any age, but for seniors, it becomes especially crucial due to the u...
5 Incapacity Planning Tools to Include in Your Estate Plan
Incapacity planning should be an essential component of your comprehensive estate plan, yet it is of...
Including a Spendthrift Trust in Your Tennessee Estate Plan
Planning for the distribution of your assets after you pass away is a critical aspect of estate plan...
How to Choose the Right Fiduciaries for Your Estate Plan
Fiduciaries are individuals or entities entrusted with the responsibility of managing your estate an...
Estate Planning Tips: How to Choose the Right Type of Joint Ownership in Tennessee
When creating or updating your estate plan in Tennessee, understanding the role of joint ownership c...